Nick Garris
Managing Partner - Senior Portfolio Manager at TriaGen Wealth Management | Calabasas, California, United States
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Nick Garris serves as the Managing Partner and Senior Portfolio Manager at TriaGen Wealth Management, where he leverages over four decades of experience in the financial services industry to guide clients toward achieving their financial goals. His journey began at the age of 19 as a clerk, instilling in him a strong foundation of ethics and integrity that continues to shape his professional philosophy. At TriaGen, Nick is dedicated to fostering long-term relationships built on trust, fairness, and respect, ensuring that every client feels valued and understood.
In his current role, Nick oversees a diverse portfolio of investment strategies, focusing on retirement planning, financial planning, and legacy and estate planning. His expertise in these areas allows him to craft tailored solutions that align with each client's unique circumstances and aspirations. Nick is particularly passionate about empowering clients to make informed decisions that secure their financial futures while also considering the impact on subsequent generations.
Key projects under Nick's leadership at TriaGen include the development of comprehensive financial plans that integrate risk management and investment strategies, as well as educational initiatives aimed at enhancing clients' financial literacy. His commitment to continuous learning and adaptation in an ever-evolving market landscape ensures that TriaGen remains at the forefront of investment advisory services. By combining his extensive knowledge with a client-centric approach, Nick Garris exemplifies the values of TriaGen Wealth Management, helping clients navigate the complexities of wealth management with confidence and clarity.
Managing Partner - Senior Portfolio Manager at TriaGen Wealth Management in May 2020 to Present
Financial Advisor at UBS in December 2008 to May 2020
Financial Advisor at Morgan Stanley Dean Witter in January 1982 to December 2008
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Retirement Planning
Financial Planning
Legacy & Estate Planning
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Discover more about TriaGen Wealth ManagementWhat is Nick Garris email address?
Email Nick Garris at [email protected]. This email is the most updated Nick Garris email found in 2026.
What is Nick Garris phone number?
Nick Garris phone number is +18477424939 and +18187328553.
How to contact Nick Garris?
To contact Nick Garris send an email to [email protected]. If you want to call Nick Garris try calling on +18477424939 and +18187328553.
What company does Nick Garris work for?
Nick Garris works for TriaGen Wealth Management
What is Nick Garris's role at TriaGen Wealth Management?
Nick Garris is Managing Partner - Senior Portfolio Manager
What industry does Nick Garris work in?
Nick Garris works in the Financial Services industry.
Nick Garris Email Addresses
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